CFO
PBT

CVA Family Office’s Permian Basin Royalty Trust PBT Stock Holding History

CVA Family Office’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-463
Closed -$5.5K – 1333
2024
Q3 		$5.5K Hold
463
– – ﹤0.01% 836
2024
Q2 		$5.2K Hold
463
– – ﹤0.01% 822
2024
Q1 		$5.58K Hold
463
– – ﹤0.01% 822
2023
Q4 		$6.48K Buy
+463
New +$8.29K ﹤0.01% 784
2023
Q3 		– Sell
-463
Closed -$11.5K – 735
2023
Q2 		$11.5K Buy
+463
New +$11.4K ﹤0.01% 703

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CVA Family Office's PBT Position: Q4 2024 in Review

CVA Family Office sold out of Permian Basin Royalty Trust (PBT) in Q4 2024, closing a stake of 463 shares — an estimated $5.5K sold.

CVA Family Office first reported a position in PBT in Q2 2023 and held it in 5 quarters. The position peaked at $11.5K in Q2 2023. 97 funds tracked by Wall St. Rank hold PBT as of Q4 2024.

  • CVA Family Office reported no remaining Permian Basin Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • CVA Family Office sold 463 Permian Basin Royalty Trust shares in Q4 2024, an estimated $5.5K.
  • CVA Family Office first reported a position in Permian Basin Royalty Trust in Q2 2023 and held it in 5 quarters.
  • CVA Family Office's Permian Basin Royalty Trust position peaked at $11.5K in Q2 2023.
  • 97 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2024.

Based on CVA Family Office's 13F filing for Q4 2024, filed 7 Jan 2025.